Clearstead Advisors’s Gabelli Dividend & Income Trust GDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8K | Hold |
800
| – | – | ﹤0.01% | 1606 |
|
|
2025
Q1 | $19.3K | Buy |
+800
| New | +$19.3K | ﹤0.01% | 1429 |
|
|
2024
Q1 | – | Sell |
-1,000
| Closed | -$21.6K | – | 1572 |
|
|
2023
Q4 | $21.6K | Sell |
1,000
-1,000
| -50% | -$21.6K | ﹤0.01% | 924 |
|
|
2023
Q3 | $38.9K | Buy |
+2,000
| New | +$38.9K | ﹤0.01% | 923 |
|
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$21K | – | 1140 |
|
|
2020
Q4 | $21K | Buy |
+1,000
| New | +$21K | ﹤0.01% | 620 |
|